Pattern's IPO filing this month presents a fascinating counterpoint to the Anker playbook for Amazon-native success. While both companies achieved billion-dollar scale starting from Amazon, they chose radically different strategies.
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Five years after COVID-19 shocked the world into digital shopping, U.S. e-commerce has finally crawled back to the summit it briefly scaled in the spring of 2020.
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Amazon's advertising business hit another milestone in Q2 2025, capturing 9.36% of the company's total revenue – the highest share ever recorded. At $15.69 billion in quarterly revenue, advertising continues to be Amazon's fastest-growing segment, and will breach the symbolic 10% threshold by within the next year.
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Customer satisfaction with Amazon marketplace sellers has plummeted globally since 2020. Starting August 4, Amazon will exacerbate the issue by allowing customers to leave seller feedback with just star ratings – no written explanations required.
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Amazon sellers generating million-dollar revenues have nearly doubled to over 100,000 globally, defying marketplace maturation predictions and confirming that reduced competition has created greater opportunities for those who remain active.
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Amazon's Prime Day is a rising tide that is beginning to lift all boats. This year's event was a catalyst behind 30% growth across all U.S. e-commerce, yet Amazon itself remained conspicuously quiet about its own specific growth figures.
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Despite widespread predictions that escalating U.S. tariffs would prompt American sellers to expand internationally as a risk mitigation strategy, Marketplace Pulse data reveals this anticipated pivot has not materialized.
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The summer sales calendar now revolves around Amazon's anchor, with most major U.S. retailers scheduling competing events within days of Prime Day's expanded four-day window.
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Shopping platform Whatnot's rapid growth to multi-billion dollar GMV proves live streaming commerce works when built for entertainment first and conversion second.
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The newly extended Prime Day 2025 will determine whether Amazon's AI shopping features can solve the fundamental problem that has plagued the event for years: helping shoppers discover what they actually want among millions of deals.
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